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Apenas manchetes de alto sinal - eventos macro, resultados, M&A, regulatório. Listicles e clickbait de analistas filtrados por padrão. Atualizado a cada hora.

23,799 signal articles · 362 in last 24h · 113,226 total before filter · latest 57m ago
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Bloomberg42d agoneutral
SpaceX Analyst Debut Set to Test $2.2 Trillion Valuation

(Bloomberg) -- Investors in SpaceX have been largely flying blind since the company’s record-breaking IPO last month, with few financial projections to help determine what the stock is actually worth. Most Read from BloombergExxon to Change Name for First Time in Decades After RedomicileMeta Is Planning a Cloud Business to Sell AI Computing PowerKrafton Agrees to Pay ‘Subnautica 2’ Bonuses as Developer’s CEO ResignsUS Decides Against Renewing USMCA, Shifting to Rolling TalksSpaceX IPO Left Mirae

Bloomberg42d agoneutral
Mirae Says a Lead Underwriter Confirmed Its SpaceX IPO Orders

(Bloomberg) -- Mirae Asset Securities Co. said it carried out all its work related to SpaceX’s initial public offering in coordination with the lead underwriters on the deal, disputing a Bloomberg News report published June 30.Most Read from BloombergMeta Is Planning a Cloud Business to Sell AI Computing PowerExxon to Change Name for First Time in Decades After RedomicileKrafton Agrees to Pay ‘Subnautica 2’ Bonuses as Developer’s CEO ResignsUS Decides Against Renewing USMCA, Shifting to Rolling

The Analyst Who Loved Bank Stocks for 15 Years Just Flipped. Here’s What He’s Buying Instead
24/7 Wall St.42d agobullish
The Analyst Who Loved Bank Stocks for 15 Years Just Flipped. Here’s What He’s Buying Instead

For most of the post-2008 era, Oppenheimer’s Chris Kotowski was the guy telling you to keep buying the big banks. He waved off the 2011 eurozone panic, the 2016 energy blowup, COVID, and the 2022 rate hikes. On June 30, 2026, he flipped. Kotowski cut Goldman Sachs (NYSE:GS), Morgan Stanley (NYSE:MS), Bank of America, and ... The Analyst Who Loved Bank Stocks for 15 Years Just Flipped. Here’s What He’s Buying Instead

Here’s What Morgan Stanley Thinks About BlackRock (BLK)
Insider Monkey42d agoneutral
Here’s What Morgan Stanley Thinks About BlackRock (BLK)

Morgan Stanley is actively recommending investors to buy traditional asset managers ahead of Q2 results as it views the setup as favorable. BlackRock, Inc. (NYSE:BLK) is one of the world’s largest asset managers and also one of our Top Large Cap Stocks to Invest In At 52-Week Lows. ​BlackRock, Inc. (NYSE:BLK) has declined roughly 8% […]

Wells Fargo Stock Has Lagged Other Banks. Earnings Can Change That.
Barrons.com42d agoneutral
Wells Fargo Stock Has Lagged Other Banks. Earnings Can Change That.

The concerns for Wells Fargo starts with its failure to reach elite returns on equity—analysts see 15.3% this year versus a range of 17% to over 22% for Morgan Stanley JPMorgan Chase & Co. and Goldman Sachs Group Wells has seen falling net interest margins (the percent of the interest it earned on longer-term assets after subtracting the cost of interest-bearing accounts). Given that net interest margins are expected to drop 24 basis points year over year, net interest income growth would result from higher volumes.

Here’s What the Street Thinks About Cerebras Systems (CBRS)
Insider Monkey42d agoneutral
Here’s What the Street Thinks About Cerebras Systems (CBRS)

Cerebras Systems Inc. (NASDAQ:CBRS) is one of the most promising future stocks to buy right now. Cerebras Systems Inc. (NASDAQ:CBRS) received several rating updates following the release of its strong fiscal Q1 2026 results. Morgan Stanley lifted the price target on the stock to $273 from $250 on June 24 and maintained an Overweight rating on […]

Bloomberg43d agoneutral
Alphabet’s $2 Trillion Gain Turns ‘Rock Star’ Into Question Mark

(Bloomberg) -- Alphabet Inc. has had a remarkable 12 months by just about any measure you can imagine.Most Read from BloombergSpaceX IPO Left Mirae With No Shares on MisunderstandingSupreme Court Backs Birthright Citizenship in Blow to TrumpTrump Reports at Least $1.4 Billion in 2025 Crypto EarningsWhatsApp Opens Username Reservations to 3 Billion UsersYen Hits Four-Decade Low in Historic Slide That’s Rattled JapanThe stock price has more than doubled, raising its market capitalization by more t

Morgan Stanley Lifts Price Target on Edison International (EIX). Here is Why
Insider Monkey43d agoneutral
Morgan Stanley Lifts Price Target on Edison International (EIX). Here is Why

With an annual dividend yield of 4.64%, Edison International (NYSE:EIX) is included among the 12 Best NYSE Stocks to Buy for Dividends. Edison International (NYSE:EIX) is one of the largest electric utility holding companies in America, focused on providing clean and reliable energy and energy services through its independent companies. On June 24, Morgan Stanley […]

Morgan Stanley Bumps Up Price Target on Dominion Energy (D). Here is Why
Insider Monkey43d agoneutral
Morgan Stanley Bumps Up Price Target on Dominion Energy (D). Here is Why

With an annual dividend yield of 3.85%, Dominion Energy, Inc. (NYSE:D) is included among the 12 Best NYSE Stocks to Buy for Dividends. Dominion Energy, Inc. (NYSE:D) provides regulated electricity service to 3.6 million homes and businesses in Virginia, North Carolina, and South Carolina, and regulated natural gas service to 500,000 customers in South Carolina. On […]

Bloomberg43d agobullish
Global M&A Tops $2.5 Trillion After First-Half Deals Surge

(Bloomberg) -- The year was tipped to be a potential blockbuster in deals and the first half delivered, setting a pace that is likely to continue in the closing months of 2026.Most Read from BloombergSpaceX IPO Left Mirae With No Shares on MisunderstandingSupreme Court Backs Birthright Citizenship in Blow to TrumpTrump Reports at Least $1.4 Billion in 2025 Crypto EarningsWhatsApp Opens Username Reservations to 3 Billion UsersYen Hits Four-Decade Low in Historic Slide That’s Rattled JapanFrom wel

Morgan Stanley’s CIO: Chip Stocks Following Rare Earths and Gold As Next “Commodity Boom.” Here’s Why That Should Worry You.
24/7 Wall St.44d agoneutral
Morgan Stanley’s CIO: Chip Stocks Following Rare Earths and Gold As Next “Commodity Boom.” Here’s Why That Should Worry You.

Morgan Stanley’s Chief Investment Officer and Chief U.S. Equity Strategist Michael Wilson appeared on CNBC this morning with a framing that should give every AI-chip investor pause. The 2026 semiconductor rally, in his read, looks like the next leg of a commodity rotation set off by Fed money printing, with the AI structural story riding ... Morgan Stanley’s CIO: Chip Stocks Following Rare Earths and Gold As Next “Commodity Boom.” Here’s Why That Should Worry You.

Morgan Stanley Initiates Coverage on VSE Corporation (VSEC) with Equal Weight Rating
Insider Monkey44d agoneutral
Morgan Stanley Initiates Coverage on VSE Corporation (VSEC) with Equal Weight Rating

VSE Corporation (NASDAQ:VSEC) is among the 8 Aerospace and Defense Stocks with the Largest 5Y Share Price Returns, with the company’s shares having gained over 350% during the period. On June 26, Morgan Stanley analyst Kristine Liwag initiated coverage on the stock with an Equal Weight rating and a price target of $245. According to TipRanks, […]

3 Unpopular Stocks with Warning Signs
StockStory44d agoneutral
3 Unpopular Stocks with Warning Signs

When Wall Street turns bearish on a stock, it’s worth paying attention. These calls stand out because analysts rarely issue grim ratings on companies for fear their firms will lose out in other business lines such as M&A advisory.

Bloomberg44d agoneutral
SpaceX IPO Left Korea Broker With No Shares on Misunderstanding

(Bloomberg) -- It was supposed to be the deal that vaulted Mirae Asset Securities Co. into the global big leagues.Most Read from BloombergTrump’s U-Turn on Iran Sanctions Would Unravel Decades of CurbsYen Hits Four-Decade Low in Historic Slide That’s Rattled JapanUS Stocks Get Tech Boost After AI-Fueled Selloff: Markets WrapCook Stays at Fed But Trump Wins Power Over Other AgenciesPrabowo Risks Prompt Global Banks to Pull Cash Out of IndonesiaBut SpaceX’s record-breaking initial public offering

Bloomberg44d agobearish
Morgan Stanley Cuts Oil Forecasts on Fast Return of Hormuz Flows

(Bloomberg) -- Morgan Stanley cuts its oil price forecasts as flows through the Strait of Hormuz return faster than expected, while strong US supply and weak Chinese demand increase the risk of a surplus.Most Read from BloombergTrump’s U-Turn on Iran Sanctions Would Unravel Decades of CurbsUS Stocks Get Tech Boost After AI-Fueled Selloff: Markets WrapCook Stays at Fed But Trump Wins Power Over Other AgenciesSupreme Court Leaves Trump’s Fed, Citizenship Gambits for LastYen Hits Four-Decade Low in